AdvisorEconomics
Co-founded by Michael KitcesThe next version of your RIA needs better numbers.
Make confident hiring and growth decisions. AdvisorEconomics turns your accounting data into a KPI dashboard with benchmarks.
Built on Michael Kitces' methodology for advisory firm financial analysis
Hire, cut costs, or graduate clients? Hard to know without the numbers.
You've tried spreadsheets and standard reports. Still no clear answer.
See what your numbers are trying to tell you
AdvisorEconomics turns your accounting data into a KPI dashboard with benchmarks, trends, and guidance — so you can make growth decisions with confidence.
Benchmarks against similar firms
So you know what 'good' actually looks like.
Trends over time with context
So a dip is a data point, not a panic.
Linked articles and implications
So you know what to do, not just what the number is.
Works with
QuickBooks Desktop
QuickBooks Online
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Chart of Accounts + General Ledger
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Everything you need to decide — in one view
Revenue per Client
Profit per Client
Operating Profit Margin
Overhead Expenses
RIA owners who stopped guessing
It instantly connects with some very specific things that we've talked about endlessly... it affirms and gives confidence to the fact that we need to make some decisions. This is 10,000 times better than anything that I've ever had or even looked at.
Each quarter, it takes me time to assemble metrics for my coaching program. If I had this dashboard, it would be a quick turnaround. Heck, I would pay for this just to see all this right now.
When you're showing each other numbers in a mastermind group, you don't really know — are we looking at this the same way? One advisor's 'profit' is just revenue minus expenses. This dashboard would be a great way of standardizing that so we can actually compare.
This is for you if...
- You're an independent RIA (...reporting for broker-dealers & corporate RIAs coming soon!)
- You're actively making business decisions — hiring, pricing, profitability
- You have $200K+ in annual revenue
- You have at least 6 months of data in your accounting system
- You're a fee-only RIA (AUM, planning fees, commissions, or retainers)
This is NOT for you if...
- Your firm does significant tax prep, accounting, or insurance
- Someone takes a cut before revenue hits your books (broker-dealer, corporate RIA, etc.)
- You just want confirmation things are "fine"
- You don't have a dedicated accounting system for your firm
Not ready yet? Get this as a gift:
Free KPI Worksheet with Benchmarks →Stop guessing. Start measuring.
Sign up, upload your accounting export, and get your dashboard within 24 hours.
Not ready yet? Get this as a gift:
Free KPI Worksheet with Benchmarks →